-57.0%
SOUN vs P
+26.4%
-83.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.2% | -3.0% |
| 7D | -4.1% | +7.8% | -11.9% | -6.2% |
| 30D | -18.1% | +12.3% | -30.4% | -22.0% |
| 3M | -12.3% | +37.1% | -49.4% | -21.8% |
| 6M | -18.6% | +66.1% | -84.7% | -33.6% |
| YTD | -34.1% | +50.9% | -85.0% | -45.4% |
| 1Y | -57.0% | +27.2% | -84.3% | -65.2% |
| All | -57.0% | +26.4% | -83.5% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded P wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling